Joe Ward brings a unique perspective to Quotient Wealth Partners’ Houston office. Leveraging nearly a decade of experience, his in-depth knowledge of the oil and gas industry allows him to understand the financial needs and challenges of our client’s.

Joe holds dual degrees in Accounting and Finance from Oklahoma State University. Upon graduation he joined Phillips 66 where he held various finance and commercial roles, but during the pandemic decided to pursue his passion for wealth management. He completed the Certified Financial Planning Program at Rice University and then gained valuable experience at another independent advisory firm before joining Quotient Wealth Partners.

As a Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®), Joe specializes in helping individuals nearing retirement develop personalized financial strategies to secure a prosperous future for themselves and their families.

Outside of work, Joe and his wife, Angelea, a Nurse Practitioner at Texas Children’s Hospital, love travelling. This generally includes visiting the lake in the summer and mountains in the winter. While at home they enjoy spending time with their golden retriever, Basil.